Recently changed bank institutes and need to update my QuickBooks 2020 desktop billing details for e-payment for taxes and my monthly payroll transaction.
When I click on manage my account and try to edit payment and also mailing address it says "only the current primary contact can change primary mailing address or payment info. Please request to sign in and perform this action."
I really do not want to have to call the call center! Please help!
I'm more than happy to help you sign in to the primary contact so you can update your bank and billing details.
Just like what the message says, only the primary contact can change the bank and billing details. Do you have access to it? If so, you'll want to sign out from the regular account in QuickBooks Desktop. Then, sign in using the primary contact's login details.
If you've forgotten them, click on the I forgot my user ID and password link in the web browser pop-up window.
If someone is in charge of handling the primary contact, you'll want to ask them to log in to the Manage your Account page. Then, update your bank and billing details after.
Scroll down and head over to the Primary Contact section.
Choose the new primary contact from the list.
Click Save and Close.
You might be busy with business tasks. In the event that you still need help accessing the primary contact, you can chat with us as an alternative to calling. Our chat agents can pull up the account, and help you access it. Here's how:
In your QuickBooks Desktop company file, press the F1 key.
In the Have a question? window, click the Contact us link (if you don't see it, click the Back button).
Choose QuickBooksOrders & Account Management, then select Customer Account Management Portal as the topic.
Scroll down and click the Start a message button.
The chat window will appear. Fill out the form, then hit Submit.
You can visit these articles if you need help changing your e-payment bank or billing details: